AMS 17.8% 3.7¢ atomos limited

Ann: October Trading Update, page-6

  1. 1,388 Posts.
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    Looks to be going a bit un-noticed so far post the update yesterday. No update from the house broker yet either.
    If you can make the assumption that 1H21 revenues were the low point, then this is remarkable opportunity here post update of what I assume to be $6m rev for October alone.

    The product launches coming this quarter are so far unproven, but being launched into a red hot space, so could be another firing revenue stream for the company if successful.
    Im open to hearing the bear case for AMS here if any one has some points to make?
 
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